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Red 7 Management Solutions PM Productivity Tools

Red 7 Management Solutions PM Productivity Tools. There Must Be A Better Way Robert Grupe. Table of Contents. Scope of Presentation Discussion of Solution Options Product Examples PM Requirements Management PM Integrated Suites Selection Considerations Recommendations.

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Red 7 Management Solutions PM Productivity Tools

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  1. Red7 Management SolutionsPM Productivity Tools There Must Be A Better Way Robert Grupe  2009 Robert Grupe. All rights reserved.

  2. Table of Contents Scope of Presentation Discussion of Solution Options Product Examples PM Requirements Management PM Integrated Suites Selection Considerations Recommendations  2009 Robert Grupe. All rights reserved.

  3. Scope of This Overview This is a discussion and overview of productivity tools for commercial product management NOT internal business process automation and improvement tools (i.e. business & marketing vs business analyst)  2009 Robert Grupe. All rights reserved.

  4. Most Common Product Management Tools • Word Processor (MS-Word) • MRDs, PRDs, business cases, competitive matrices, etc • Spreadsheet (Excel) • Requirements tracking, Financial analysis, Charts, etc • Presentation Software (PowerPoint) • Roadmaps, Customer presentations, Training, etc • Web Conferencing Tools - WebEx, GoToMeeting • Requirements Management • Bugtrackers - Bugzilla, etc. • Screen Capture and Image Editing Tools • Collaboration Servers - Wikis/Portals • Collaborate on requirements and bugs with Engineering teams • Collaborate with customers • Online Office Suites - Google Docs • Survey Tools • Such as Surveymonkey and Surveygizmo  2009 Robert Grupe. All rights reserved.

  5. This Overview: Focus on PM Tools Something PM’s can acquire independently Without affecting current Engineering to improve their own productivity and provide better business intelligence Provide PM specific functions Not provided by Engineering requirements management solutions However, integration with Engineering tools definitely a plus for traceability, dependencies, etc., Engineering requirements and project management Other important systems such as CRM (sales and support)  2009 Robert Grupe. All rights reserved.

  6. So NOT… • Integrated Development Environment (IDE) Requirements Management tools • for requirements, test, change, configuration, build, and project management Such as… (see Forrester report - free from IBM) IBM Rational RequisitePro & DOORS Microsoft Visual Studio Team System Borland CaliberRM Compuware Optimal Trace HP Quality Center MKS Integrity Rally Enterprise Serena Dimensions RM Jama Countour  2009 Robert Grupe. All rights reserved.

  7. Platform Options 1/2 Corporate Server A’s - Security control D’s - in-house deploy and maintenance resources Hosted Application Server A’s Hardware & OS maintenance outsourcing Application configuration and maintenance outsourcing Via solution vendor professional services D’s Reliance on 3rd parties for availability and SLA’s Shared security control (but could also be an benefit)  2009 Robert Grupe. All rights reserved.

  8. Platform Options 2/2 SaaS A’s Quick start-up, pay for what you need D’s 3rd party security and business continuity risks  2009 Robert Grupe. All rights reserved.

  9. SaaS/Hosted Considerations Service Availability & Support Responsiveness Look for SLA guarantees and performance dashboards Business Continuity & Data Portability What happens if the vendor goes out of business or has a disaster? How will you operate in times of service disruption? IP Confidentiality How are your data and archives being protected from malicious activities? Some companies make misleading claims. Look for 3rd party verification.  2009 Robert Grupe. All rights reserved.

  10. SAS 70 audits Type I Whether or not the claimed security policies are documented internally Type II Have the claimed security policies been implemented during the specified time Audit reports usually provided to customers on a requested basis only AICPA SysTrust Audit report available through seal on web site 3rd parties (e.g. McAfee tested) Not standardized or independently validated SaaS Security Validations  2009 Robert Grupe. All rights reserved.

  11. Security CertificationsBuyer Be Ware Demand a copy of the audit report for any claimed security certification Ensure that they are for your vendor, not just their hosting provider Ensure that the date period is recent (not years ago) Read the report to see what security is being claimed and verified If you just receive the cover letter, ask for the full report Pay attention to auditor’s comments Actual performance against claims SAS and AICPA SysTrust are no guarantees of security CPA auditors, validating documentation and procedures McAfee’s own web site vulnerable despite “McAfee Secure”  2009 Robert Grupe. All rights reserved.

  12. Outsourcing Security Caveats What level of security do you REALLY need and what is the real risk of not having it? Data breach could expose company to legal regulatory issues Despite the best due diligence, no security is infallible If a competitor got access to your future requirements what damage would that really cause your company? Rather than conducting your own extensive security audit, how about accepting a reference customer’s endorsement? Someone you assume would do the proper due diligence Salesforce gained huge market share due to convenience without any security assurances And yet many companies would consider their sales pipeline and contact details highly confidential  2009 Robert Grupe. All rights reserved.

  13. PM Requirements Management Accept Requirements (SaaS) Accompa (SaaS) IBM Focal Point (Server) Nahito Pathfinder (SaaS) Orcanos QPack (Server) Requirements DB (Server) Ryma FeaturePlan (SaaS) Suggestions Capture Accompa Accept Idea Ryma IdeaScope Portfolio Analysis Accept Portfolio IBM Focal Point Ryma FeaturePlan PM Solutions by Category  2009 Robert Grupe. All rights reserved.

  14. PM Requirements Management Solutions  2009 Robert Grupe. All rights reserved.

  15. Orcanos QPack • Company • Israeli, founded in 2004 • Customers • Alvarian, Quategra, Flash Networks, Incredimail • Pricing • Unknown • Customer Service • Unresponsive to requests for information • Product • Simple, easy-to-use • Basic requirements management database application with Blackblot document templates • Windows server based with Windows only client  2009 Robert Grupe. All rights reserved.

  16. Accompa • Company • Headquarters in US, development in India & US • Private: no details about ownership or management • Customers • 100+:HP, Xythos, Primavera, etc • Pricing • $25/month/user for first 10 licenses ($300/yr/usr) • $19/user/month ($228/yr) after the first 10 users • Customer Service • Best for timeliness and completeness of responses to requests for information • Email and web support only • Product • Requirements management, suggestion capture, and project ROI comparisons (user defined) • SaaS: ready to go with minimal configuration  2009 Robert Grupe. All rights reserved.

  17. Nihito Pathfinder • Company • Founded in 2006 • No other info on web • Customers • Unspecified • Pricing • Unknown • Customer Service • Unresponsive to requests for information • Web & email only • Product • Simple requirements databases and document repository. Reports in tabular format. • Nothing you couldn’t do with your own templates, spreadsheets, and intranet wiki/portal or even shared network drives.  2009 Robert Grupe. All rights reserved.

  18. Requirements Management Database (ReqDB) • Company • White Plains, NY • Customers • Unspecified • Pricing • $395/usr • Customer Service • Email/Web only • Product • Basic requirements management • MS-Access application with Web UI  2009 Robert Grupe. All rights reserved.

  19. Build Your Own Suggestions: CRM Portal (Salesforce) Salesforce - customer portal Case type “Feature Request” and escalated defects Requirements Management: Wiki/Portal Microsoft SharePoint Services 3.0 Downloadable Application Templates Product and Marketing Requirements Planning Document templates (not integrated) From Blackblot Procedural Requirements Management Model Marketing Intelligence Portal Customer suggestions Requirements Database with discussions Change Management Bug Tracking MS Project integration  2009 Robert Grupe. All rights reserved.

  20. Integrated PM Suites Requirements and Portfolio Management +  2009 Robert Grupe. All rights reserved.

  21. IBM Telelogic Focal Point • Company • Telelogic acquired by IBM in 2008 • Customers • Boeing, Ford, Toyota, Sony Ericsson, Sharp, Symbian, etc. • Pricing • Software (plus annual maintenance 20%) • Full User $1,750 /user • Contributor $950/user • 5 - Stakeholders $1,750 • Hosted (includes maintenance) • Full User $819 / user • Contributor $445/ license • 5 - Stakeholders $819 • Customer Service • Unresponsive to requests for information • Probably because of IBM focus on larger customers  2009 Robert Grupe. All rights reserved.

  22. IBM Focal Point Impressions • A’s • Open source & *nix platform • Interactive analytics for executive what-if’s • On-screen dragging of elements • Integration with DOORS and Rational IDE • D’s • IBM not very responsive to SMBs? • Requires configuration and integration • Document templates require professional services • Was a great product, but maybe has lost its way due to IBM acquisition?  2009 Robert Grupe. All rights reserved.

  23. Ryma Feature Plan • Company • Quebec Canada, founded in 2000 • VC round B Aug 2008 • Based on and co-marketed with Pragmatic Marketing • Customers • Reuters, Trend Micro, Proofpoint, Autodesk, etc. • Pricing • Unspecified: integrated with consulting services, integration, and customization • Customer Service • Unresponsive to requests for information  2009 Robert Grupe. All rights reserved.

  24. Ryma FeaturePlanImpressions • A’s • Integration with Rally IDE • Suitable for large PM environments • Go-to-market functionality • D’s • Complex to deploy and integrate  2009 Robert Grupe. All rights reserved.

  25. Accept • Company • Fremont CA • Partner with 280 Group consulting • Largest number of product award recognitions • Customers • 150+: BAE, Intuit, Tumbleweed, VMWare, Utimaco • Pricing • Access Ideas $1,200/yr for 1,000 active suggestions • Requirements & Portfolio • Primary admin $3,000 • PM $1,200-$1,800 • Dev $1,000-$1,200 • Customer Service • Responsive and helpful  2009 Robert Grupe. All rights reserved.

  26. Accept Impressions • A’s • Independent of any particular PM process framework • Most number of product awards • D’s • SaaS only solution  2009 Robert Grupe. All rights reserved.

  27. Other Tools  2009 Robert Grupe. All rights reserved.

  28. Business Resource Software Wizard interview and analysis, recommendations, spreadsheet graphing, samples, financial statements, export to Word & PPT, etc.$230 each or packaged discounts. • Business Plan: Plan Write • When Budget dollars are tight a solid business plan is essential. Plan Write Expert Edition will guide you through the entire process of documenting your business plan. • Pricing Strategy: Plan Write for Pricing • Will help you determine the optimal price with a strategic pricing plan designed to maximize profits or capture market share. • Marketing Strategy: Business Insight • will help you develop the best marketing strategy based on proven business models, including Michael Porter's Five Forces. Your product management efforts will benefit from a structured strategic planning process. • Marketing Plan: Plan Write for Hi-Tech Marketing • Will help you plan and implement your marketing strategy. The result is a professional marketing plan that will provide you guidance and the ability to measure your product management success.  2009 Robert Grupe. All rights reserved.

  29. Requirements Management Integration Considerations • Test Cases • How your requirements will be verified • Use Cases • Storyboarding • Graphical UI’s with collaboration • Mock-up UI’s • Change Management • Requirements Traceability • Effort and cost estimates • Glossary • Agile/Iterative Release management  2009 Robert Grupe. All rights reserved.

  30. Recommendations  2009 Robert Grupe. All rights reserved.

  31. ROI of PM Tools Accompa Customer Survey (n=23) 28% PM time on requirements $106k average PM burdened annual cost 16% average time saved with Accompa $4749 savings per PM $278 average Accompa cost per PM ROI = 17x + other benefits Jama Requirements Management (team of 10) $25,023 Improved team efficiency $50,446 Avoiding lost requirements $135,122 Avoiding unnecessary work $99,390 Reducing requirements defects $309,981 Annual cost savings --> Cost/Benefit 4:1  2009 Robert Grupe. All rights reserved.

  32. Tool Selection Criteria Define your PM framework first and identify analytical needs. What existing or future IDE’s would this need to integrate with? What are the IT security concern barriers? Can you outsource (SaaS)? How much money and influence does your PM team have to get the tools you want? If you have little, then you need to go with simpler tools that will be the least disruptive on current operations. Successful products are more than just features. It is about execution: design implementation, quality, delivery, customer satisfaction, reputation, etc.  2009 Robert Grupe. All rights reserved.

  33. CMMI (Capability Maturity)  2009 Robert Grupe. All rights reserved.

  34. PM Solutions for CMMI Levels PM Org Complexity Implementation Complexity • FeaturePlan • Focal Point • SharePoint • Accept • Accompa • Pathfinder • ReqDB • QPack • IdeaScope Level 1: Ad Hoc Level 2: Managed Level 3+: Defined  2009 Robert Grupe. All rights reserved.

  35. PM Solutions Recommendations CMMI Level 1 Build Your Own(Hosted SharePoint, $20/mth for 50 users) Wiki/Portal - centralized repository and discussions Extend Defect tracking system for PM requirements Use CRM portal for customer suggestions CMMI Level 2 Accompa CMMI Level 3 (executive involved what-ifs) Accept FeaturePlan (Pragmatic Mkg loyal / Rally IDE shop) Focal Point (IBM IDE shop)  2009 Robert Grupe. All rights reserved.

  36. Fini Full presentation and vendor feature comparison matrix available Robert Grupe, CSSLP CISSP PE robert.grupe@red7managementsolutions.com +1.314.266.7321 http://www.red7managementsolutions.com  2009 Robert Grupe. All rights reserved.

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